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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,331 | $199,109-96.3% | $173,730-95.8% | $154,746-95.3% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 30.44% | 20.02%+10.4pp | 19.96%+10.5pp | 172.34%-141.9pp |
| Employer contribution / active EE | $1,486 | $5,311-72.0% | $4,577-67.5% | $4,379-66.1% |
| Participant deferral / active EE | $1,783 | $7,113-74.9% | $6,326-71.8% | $6,730-73.5% |
| Admin fee / account holder | $59 | $20,916-99.7% | $17,523-99.7% | $14,365-99.6% |